See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,903 |
TD AMERITRADE, INC.3 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $327 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,470 | $73,102-20.0% | $123,544-52.7% | $56,287+3.9% |
| Participation rate | 93.8% | 74.3%+19.4pp | 82.3%+11.5pp | 69.9%+23.9pp |
| Annual return | -2.65% | 3.01%-5.7pp | 119.20%-121.8pp | -9.96%+7.3pp |
| Employer contribution / active EE | $1,705 | $2,977-42.7% | $4,628-63.2% | $2,111-19.2% |
| Participant deferral / active EE | $7,161 | $5,423+32.1% | $6,426+11.4% | $3,350+113.8% |
| Admin fee / account holder | $42 | $554-92.3% | $9,284-99.5% | $521-91.9% |